Filed January 6, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $5,875,439 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $241,039 |
Service code 14 · EIN 65-0731524 | Plan Administrator | $216,245 |
REGIONS BANK7+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $135,000 |
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS, LLC Service code 26 25400 US 19 N., SUITE 204 · CLEARWATER, FL 33763 | Advisory (Participants) | $65,000 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $61,950 |
ERIN IVES1 year Filed as: ERIN PERDUE CPA, LLC Service code 10 322 E CENTRAL BLVD, SUITE 605 · ORLANDO, FL 32801 | Accounting | $22,000 |
GROOM LAW GROUP4 years Filed as: GROOM LAW Service code 29 1701 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006 | Legal | $5,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,034 | $104,165-66.4% | $96,171-63.6% | $106,520-67.1% |
| Participation rate | 38.8% | 31.3%+7.5pp | 68.4%-29.6pp | 71.3%-32.5pp |
| Annual return | -3.00% | 25.28%-28.3pp | 192.04%-195.0pp | 19.28%-22.3pp |
| Employer contribution / active EE | $844 | $599+40.8% | $2,799-69.9% | $2,840-70.3% |
| Participant deferral / active EE | $2,245 | $1,572+42.8% | $4,350-48.4% | $4,948-54.6% |
| Admin fee / account holder | $119 | $98+21.3% | $5,538-97.9% | $75+59.5% |